See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,741 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,528 | $69,823-31.9% | $77,163-38.4% | $74,419-36.1% |
| Participation rate | 80.4% | 70.0%+10.4pp | 69.6%+10.8pp | 70.7%+9.6pp |
| Annual return | 34.13% | 19.98%+14.1pp | 37.87%-3.7pp | 34.38%-0.3pp |
| Employer contribution / active EE | $1,605 | $2,150-25.4% | $2,535-36.7% | $2,637-39.2% |
| Participant deferral / active EE | $4,146 | $3,558+16.5% | $3,833+8.1% | $4,528-8.4% |
| Admin fee / account holder | $175 | $398-56.0% | $5,472-96.8% | $348-49.7% |